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maxima

Business Development Representative

$401k – $401k/yr San Mateo, US on-site full time junior Nov 7, 2025

About this role

ABOUT US: Maxima is the first agentic AI platform for enterprise accounting, purpose built to deliver SOX compliant, real time close. Our founders have experience coming from both sides of the problem: from overseeing the finance org at Rubrik, to building month-end close systems at Twitter and Netflix. We have raised the largest seed in history in the accounting space from Kleiner Perkins & Audacious Ventures and are backed by finance leaders at companies such as Rippling, OpenAI, and UI Path. ROLE OVERVIEW As a Business Development Representative (BDR) at Maxima, you’ll play a critical role in fueling our growth engine. You’ll be responsible for sourcing and qualifying new opportunities, driving outreach across multiple channels, and helping build a healthy, predictable pipeline for our Account Executives. This role is ideal for a motivated, curious, and organized individual who thrives in a high-growth environment and wants to develop a strong foundation in enterprise SaaS sales. You’ll partner closely with the Sales, Marketing, and Product teams to identify high-value prospects and connect finance leaders with our transformative AI accounting platform. KEY RESPONSIBILITIES - Prospecting & Outreach: Identify and engage potential customers through cold calls, emails, and social channels to generate qualified pipeline. - Qualification: Conduct discovery to understand prospect needs, pain points, and fit for Maxima’s solutions. - Pipeline Management: Collaborate with Account Executives to ensure smooth handoff and progression of qualified leads through the funnel. - Market Research: Stay informed on accounting automation, AI trends, and the evolving CFO technology landscape to sharpen prospect targeting. - Campaign Execution: Partner with Marketing on outbound campaigns, events, and targeted programs to generate interest and awareness. - Continuous Improvement: Contribute to team learning by testing new messaging, tools, and approaches for higher conversion rates. QUALIFICATIONS - 1–2 years of experience in Business Development, Sales Development, or a related sales role (preferably in SaaS or technology). - Excellent communication and interpersonal skills — you can articulate complex ideas clearly and confidently. - Highly organized with strong time management and follow-up skills. - Self-motivated and goal-oriented; thrives in a fast-moving, performance-driven environment. - Genuine curiosity about AI, automation, and the future of finance. - Experience using CRM and sales engagement tools (e.g., Salesforce, HubSpot, Outreach) preferred. - Team-oriented, adaptable, and eager to learn from experienced GTM professionals. WHY JOIN US: - Be a core part of a mission-driven startup looking to transform accounting processes. - Work in a fast-paced environment where your decisions directly impact GTM direction and company growth. - Develop a strong foundation in enterprise sales with a clear path toward Account Executive or other GTM roles. - Collaborate with a seasoned sales team and leadership with deep enterprise and fintech experience. - Competitive salary, equity, and benefits (401k, unlimited PTO) Join us in revolutionizing accounting month-end close and making accounting operations more efficient for businesses everywhere!
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